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Schwab Intermediately-Term US Treasury ETF

474 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
451
Wiser Advisor Group
Arizona
$3.6K
BWL
452
Bogart Wealth LLC
Virginia
$3.59K
MEG
453
Millstone Evans Group
Colorado
$3.41K
HAP
454
Harbor Asset Planning
Massachusetts
$3.41K
AC
455
AlphaCore Capital
California
$3.01K
BLC
456
Brown, Lisle/Cummings
Rhode Island
$2.91K
FMP
457
Financial Management Professionals
Texas
$2.76K
QC
458
Quent Capital
New York
$2.16K
BAM
459
Bellevue Asset Management
Washington
$2.16K
S
460
SignatureFD
Georgia
$1.91K
GWM
461
Greenline Wealth Management
Florida
$1.48K
MFC
462
Morris Financial Concepts
South Carolina
$1.46K
LWM
463
Lodestone Wealth Management
Washington
$1.4K
SL
464
Salomon & Ludwin
Virginia
$1.26K
KG
465
Kilter Group
New York
$1.18K
AAP
466
Arax Advisory Partners
Colorado
$853
RFP
467
Root Financial Partners
California
$752
TAM
468
Tucker Asset Management
Colorado
$752
FWP
469
FAS Wealth Partners
Kansas
$514
SC
470
Solstein Capital
California
$451
PWMG
471
Prestige Wealth Management Group
New Jersey
$427
SJIM
472
St. Johns Investment Management
Florida
$251
WWMSC
473
Wagner Wealth Management (South Carolina)
South Carolina
$158
MFA
474
Morling Financial Advisors
California
$15
EF
475
Empowered Funds
Pennsylvania